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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1117 | 1129 | 1323 | 1727 |
Fund Return | 3.96% | 3.96% | 11.71% | 4.12% | 5.76% | 5.62% |
Place in category | 305 | 305 | 168 | 108 | 78 | 49 |
% in Category | 22 | 22 | 14 | 8 | 8 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B6TRT400 | 731.18M | 4.05 | 6.71 | 4.76 | ||
GB00B4YPY060 | 95.69M | 6.57 | 7.43 | 8.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.86B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.86B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.74B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.74B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.74B | 4.71 | 3.99 | 5.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Index Selection Fund North America Index | IE00B040CX25 | 19.35 | 42.317 | +0.34% | |
iShares US Corp Bd Idx (IE) Flex Dis USD | IE00BYQQ0Z40 | 13.38 | - | - | |
iShares EmergMkts Idx (IE) Flex Dis GBP | IE00B3D07S45 | 10.28 | - | - | |
iShares Euro InvGrdCorpBdIdx(IE)InstDis€ | IE00B3XPCW80 | 8.84 | - | - | |
iShares S&P 500 Swap UCITS USD (Acc) | IE00BMTX1Y45 | 7.71 | 8.32 | -0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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